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James W. Valone, CFA

Senior Managing Director at Wellington Management, Fixed-Income Portfolio Manager


 

Background

James W. Valone, CFA, Senior Managing Director and Fixed-Income Portfolio Manager, is involved in portfolio management and securities analysis for the Hartford Emerging Markets Local Debt Fund. Jim has been a Fixed-Income Portfolio Manager and chair of Wellington Management’s Emerging Markets Debt Strategy Group since its inception in 1999. He and his team manage portfolios invested in the emerging-debt and currency markets for a wide range of investors that include pension funds, mutual funds, endowments and central banks.

Prior to joining the firm, Jim was an emerging markets debt portfolio manager at Baring Asset Management (1997 – 1999). He also worked at Fidelity Investments as an emerging markets debt portfolio manager and regional analyst covering Latin America (1989 – 1997) and at Northwest Quadrant, Inc. in Newport Beach, California, where he was a portfolio manager (1985 – 1987).

Jim received his MBA from the University of Chicago (1989) and his BA in economics from Pomona College (1985). He also holds the Chartered Financial Analyst designation.

Experience

Professional experience since 1986

Wellington Management
2002-present

Greenberg-Summit Partners
2002-2004

The Boston Company
1996-2001

Education

BS, College of Holly Cross
MBA, University of North Carolina

 

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